How to Onboard Clients for Your Automation Agency In 41 Minutes (No BS)
Вставка
- Опубліковано 5 вер 2024
- GET THE FREE GAMMA HERE ⤵️
how-to-onboard...
GET ALL BLUEPRINTS + COMMUNITY COACHING + WEEKLY OFFICE HOURS (LIMITED) ⤵️
makemoneywithm...
1-ON-1 PAID CONSULTING ⤵️
link.nicksarae...
SUMMARY ⤵️
My simple roadmap to onboarding automation clients. No magic here-just a straightforward process that minimizes buyers remorse, sets strong client expectations, and helps inoculate you against logistical BS.
WHAT TO WATCH NEXT 🍿
How I Make $20K/Mo on Upwork with Make: • This Make.com AI Conte...
My $21K/Mo Make.com Proposal System: • This Make.com Proposal...
Generate Content Automatically With AI: • This Simple Make.com A...
MY TOOLS, SOFTWARE DEALS & GEAR (some of these links give me kickbacks-thank you!)
🚀 INSTANTLY: instantly.ai/?...
🧠 SMARTLEAD.AI: smartlead.ai/?...
📧 ANYMAIL FINDER: anymailfinder....
🚀 APOLLO.IO: get.apollo.io/...
👻 PHANTOMBUSTER: phantombuster....
📄 PANDADOC: pandadoc.partn...
📝 TYPEFORM: typeform.cello...
✅ CLICKUP: clickup.pxf.io...
📅 MONDAY.COM: try.monday.com...
📓 NOTION: affiliate.noti...
🤖 APIFY: www.apify.com/...
🛠️ MAKE: www.make.com/e...
🚀 GOHIGHLEVEL: www.gohighleve...
📈 RIZE: rize.io/?via=L... (use promo code NICK)
🌐 WEBFLOW: try.webflow.co...
🃏 CARRD: try.carrd.co/m...
💬 REPLY: get.reply.io/y...
📨 MISSIVE: missiveapp.com...
📄 PDF.CO: pdf.ai/?via=nick
🔥 FIREFLIES.AI: fireflies.ai/?...
🔍 DATAFORSEO: dataforseo.com...
🖼️ BANNERBEAR: www.bannerbear...
🗣️ VAPI.AI: vapi.ai/?aff=n...
🤖 BOTPRESS: try.botpress.c...
🤝 CLOSE: refer.close.co...
💬 MANYCHAT: manychat.partn...
🛠️ SOFTR: softrplatforms...
🌐 SITEGROUND: www.siteground...
⏱️ TOGGL: toggl.com/?via...
📝 JOTFORM: link.jotform.c...
📊 FATHOM: usefathom.com/...
🛒 AMAZON: kit.co/nicksar...
📇 DROPCONTACT: www.dropcontac...
📸 GEAR KIT: link.nicksarae...
🟩 UPWORK link.nicksarae...
🛑 TODOIST: get.todoist.io...
🧑💼 CONVERTKIT: partners.conve...
FOLLOW ME
✍🏻 My content writing agency: 1secondcopy.com
🦾 My automation agency: leftclick.ai
🕊️ My Twitter/X: / nicksaraev
🤙 My blog (followed by the founder of HubSpot!): nicksaraev.com
WHY ME?
If this is your first watch-hi, I’m Nick! TLDR: I spent five years building automated businesses with Make.com (most notably 1SecondCopy, a content company that hit 7 figures). Today a lot of people talk about automation, but I’ve noticed that very few have practical, real world success making money with it. So this channel is me chiming in and showing you what real systems that make real revenue look like!
Hopefully I can help you improve your business, and in doing so, the rest of your life :-)
Please like, subscribe, and leave me a comment if you have a specific request! Thanks.
My long awaited community is now live! Apply fast: makemoneywithmake.com
Limited to 400. Price increases every 40 members. 🙏😤
Hi Nick. Amazing content. I signed up to join your community and also applied via Skool. Can you tell me when access to the community will be given. Thanks 👍
So stripe is not supported in my country, since we are outside the US but even still the payment gateways that I got all refused to support my agency business since they term them as professional services. I am looking to incorporate wise transfer but there is no clear instruction on how to do it on wordpress.
Just done with my first client, this video helped me reflected and I see where I can improve .. very very helpful! Thanks for sharing the sauce Nike!
sir pls use time stamps also in ur videos it will help us viewers a lot
00:48 - Onboarding Process 01:35 - Three Main Problems Solved by Onboarding
02:16 - Problem 1: Buyer Remorse
02:48 - Problem 2: Client Expectations
03:25 - Problem 3: Logistical Issues
05:40 - Detailed Discussion of Buyer Remorse
07:10 - Detailed Discussion of Client Expectations
08:30 - Detailed Discussion of Logistics
10:00 - Frontloading the Process 11:15 - Examples of Client Gratitude Emails
12:30 - Sending Automated Gratitude Emails
15:00 - Setting Client Expectations and Communication
18:10 - Defining Project Timeline 20:00 - Setting Win Conditions 22:00 - Handling Client Credentials and Two-Factor Authentication
24:30 - Importance of Onboarding Calls
25:45 - Example of an Onboarding Call Script
28:00 - Benefits of a Structured Onboarding Process
30:10 - Summary and Final Thoughts
One of the best explanation and breakdown of setting up a solid onboarding system. 💪👍🤯
Awesome man, nick you really crushed on that topic of on-boarding, i think i don't need to watch any other video again, thank you mate,
Glad you found it valuable Saleem 🙏
12/10 video. Fools-proof guide on how to nail client relationships. Always delivering value. Thanks 🙌🏼🙏🏼
Nick you are amazing!
I'm super grateful to you for sharing so much useful information and just being you!
Just going to leave a huge thank you right now, I haven't even watched this yet, but I'm looking forward to it!! 😍
This is something I think about everyday - thanks for the clear guidance as always.
Amazing Nick, You're a gold mine of good content and useful/ready to deploy informations. I've took your upwork proposal builder and enhance it with a conditional prompting using AI and it works amazing
Thanks Nick for sharing your journey - this is super helpful!
Great video! How do you handle an API like GPT? Are you having them sign up for their own account in and paying for tokens or are you using your own?
Nick aka the gift who keeps on giving
You're the gift 🙏 appreciate the insightful community q's man
Nick you are the best. Love your content
Thank you
Brother that is really great content! I appreciate the transparency in the process development.
Np man go crush it 😤
Incredible Video! Thank you for this! I just have one quick question. When you have multiple clients with bigger projects, do you create a new Chrome Profile for example to stay signed in on every platform? Because sometimes 2FA is still triggered after some time and I would need to contact my client again. I can imagine having a lot of chrome profiles is not really the solution and I am looking for a better one. Thank you🙏
Can you make a Extract text from uploaded documents. And ChatGPT help for extracting information.
Basically my aim to Help the hiring team to shortlist the candidate.
00:00:00 - Introduction and Overview
00:00:23 - No Gatekeeping: Full Transparency
00:00:46 - The Three Big Problems Onboarding Solves
00:01:40 - Understanding the Problem Space
00:02:01 - Problem 1: Buyer Remorse
00:02:26 - Sales Perspective on Onboarding
00:03:20 - Turning Buyer Remorse into Buyer Gratitude
00:04:09 - Problem 2: Client Expectations
00:05:18 - Client Expectations in Automation
00:05:48 - The Paradox of Client Expectations
00:06:16 - The Importance of Framing Expectations
00:07:30 - Setting Communication and Timeline Expectations
00:08:22 - Problem 3: Logistics
00:08:45 - Handling Credentials and Subscription Plans
00:09:06 - Minimizing Friction and Ensuring Professionalism
00:09:31 - Solutions to the Three Big Problems
00:09:58 - Solution 1: Transactional Alerts
00:11:05 - Solution 2: Expressing Gratitude
00:13:31 - Solution 3: Perception of Progress
00:15:57 - Building Simple Systems for Onboarding
00:17:29 - Automating the Thank You and Welcome Emails
00:21:29 - Setting Delays and Sequences in Automation
00:24:22 - Client Expectations: Communication and Timeline
00:26:46 - Client Expectations: Setting a Generous Timeline
00:28:22 - Examples of Setting a Timeline
00:29:29 - Defining the Win Condition
00:32:04 - Handling Logistics: Itemizing Platforms and Onboarding Calls
00:34:27 - Dealing with Two-Factor Authentication
00:35:10 - Onboarding Call Template
00:37:03 - Explaining the Schedule of the Call
00:38:42 - Final Thoughts on Onboarding
00:39:28 - Onboarding with a Small Team
00:40:13 - Improving Your Reputation through Onboarding
00:41:00 - Conclusion and Additional Resources
So much value in this vid 🔥
Nick great i love you bro
When you set up these systems, do you actually create a Make account, RSS account, etc for each client? Or do you use your own accounts and just connect their APIs and apps in?
Yes you make accounts for each client, this 1) allows all proprietary data to stay in their hands, and 2) the cost for the amount they want to use the system doesn’t fall on you
Hey Nick , Really nice video ! I was wondering if I could help you with more Quality Editing in your videos and also make a highly engaging Thumbnail and also help you with the overall youtube strategy and growth ! Pls let me know what do you think ?
Hey @nicksaraev great content. Can i ask what do you use to record your videos and how do you switch from screen share to camera face view? Thanks in advance and great content.
Leaving a high ROI comment for my best friend
Incredible value as always!
Appreciate you
Thank you. Such a great video.
Gold!
38:20 once you pop you can't stop
Hey Nick, signed up via the link to join tje community and also applied via the Skool link. When will access be given? Thanks in advance.
Thanks for signing up Imtiaaz. Waitlist is ~450 now and churn is pretty low. Frankly it's probably going to take a few months. If you want to join, please consider annual-I prioritize these because of the commitment 🙏
could you please add timestamps, it would be super helpful for us
Thanks for sharing, super useful for me!
Let's goooo 🔥